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D454 Male ID: 102159303
Just a decent guy with CAGR >30% Achieved with mix strategy of BTC + Index + Concentrated stock
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    $MARA Holdings (MARA.US)$
    I have watched many investors of MARA desperate due to their own fault not understanding how this company is operated.
    All of them are saying that the company dilute their shareholder secretly,
    Are you sure they did it secretly ?
    For me that read every single shareholder letter, know exactly how to measure the effectiveness of this share diluting strategy, for you who is lazy to just search in SEC filing lemme paste it here
    gov/ix?doc=/Arc...
    Fo...
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    $MARA 241220 23.00P$
    Next to answer, why all the miner stock price not increasing linearly with the BTC.
    Many people seem thinking miner stock move linearly with BTC,
    But they forget the engine to move both parties are totally different.
    MARA,RIOT,CLSK all move together with the stock market index not with the BTC price,
    And obviously stock market moved by quant and fund strategist where it is gonna value the stock with its financial statement ...
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    $MARA Holdings (MARA.US)$
    This is the second time I wrote something in here,
    Firstly is when I call for $Sea (SE.US)$ when it was 40 USD, I wrote down about some security analysis of what you would do when you have a cash.
    Now, lets talk about $MARA Holdings (MARA.US)$
    Fred Thiel I personally feel is really reasonable figure on doing corporate finance,
    on 2020 ish he also issued a convertibe notes that will be due on 2026, he expected that the BTC drop will not be as...
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    $PayPal (PYPL.US)$  judging from the volume seems this is market manipulation,
    The volume is really small compare with the amount of dip happened.  I think in the next several days will be back to be above 60.
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    $Sea (SE.US)$
    Most negative sentiment around this stock is surrounding that tiktok will monopolizing the  commerce industry in ID.
    But is it true?
    Well lets see, what happened with tokopedia x tiktok is easily predicted when the whole founders of GOTO alr quit their stake from the company. If u see from the equity shareholder structure 71% of it is in the retail hand. In indonesia market  we all know exactly that the founders has thrown the towel.
    So what the board are trying to do ...
    $Sea (SE.US)$
    Lets rationalize this drop, indeed growth while not maintaining positive earning is bad, but what you would have done differently if u have 7.9B cash sitting in ur bank while you have business that can still grow?
    Though many person dont understand the marketing expenses that they did, but investor should be aware that shopee target market is mid to low income class citizen (300-400 usd per month income), this particular target market is easil...
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    $Sea (SE.US)$
    oops seems tiktok shop really is unable to be open now, before it was banned seems tiktok tried to promote a content where it ask the audience to protest against this ban decision, again seems what tiktok did wrong all these times is to do sudden disruption to a developing countries.
    $Sea (SE.US)$
    Indonesia Officially Bans TikTok Shop for Commerce;
    it is official now by the government policy that we cannot purchase anything from tiktok commerce any more.
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